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“Your Life & Family Estate Organizer” puts your vital records in ONE place. The easy-to-use, fill-in-the-blank Workbook covers: |
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- "I don't even have a will, can I use the Life & Family Estate Organizer?"
Everyone needs a will, but until you get one, the Life & Family Estate Organizer will help you organize everything else you or your family will need access to in case of an emergency. Once you have a will, the Life & Family Estate Organizer case is a great place to store a copy of your will and includes a quick reference guide to information pertaining to it, such as Executor Duties and so forth.
- "My husband and I live paycheck to paycheck – we don't have a lot of assets – why do we need the Life & Family Estate Organizer?"
Even if you have no children, rent your home or apartment, have loans on your cars and have no savings, the Life & Family Estate Organizer will make handling the details of your lives stress-free for your loved ones. Financial documents, bank account information, online banking passwords and balances, credit card information, car loan information...all this needs to be sorted through upon one's death. Why leave a jumbled puzzle for your family to piece together at a most vulnerable time?
- "I have a will, and life insurance, isn't that enough?"
Enough for what? Enough to give a lawyer a starting point. A lot of what an attorney will do is research and information-gathering, something best and most efficiently done by you. Hand an attorney the completed Life & Family Estate Organizer, and you could save thousands of your family's inheritance dollars..
- "What are the benefits this organizer offers in regard to natural disasters?"
Just imagine, if you had to evacuate your home in a moments notice due to fire, hurricane, tornado, or floods and upon returning you find your home and all your assets gone or permanently damaged. Your Insurance policy would be among the first items you will need. Did you take it with you and was it easily accessible? Who would you call? What do you need to provide? Do you have an inventory of your precious valuables?
With Your Life & Family Estate Organizer you will have all of your personal record keeping done and your estate and financial information documented and stored in one place, so you simply Grab-N-Go. You will be prepared to answer all those questions and more, thus avoiding timely delays in claims and document replacement. Priceless!
- "Where is the best place to store the Life & Family Estate Organizer?"
The Life & Family Estate Organizer fits inside most standard, home, fire-proof safes and is best stored there after you've informed loved ones of its existence and location.
- "I don't have a lot of time. How long will it take to fill in the blanks in the Life & Family Estate Organizer?"
Every family is different. That depends on your situation and how detailed you want to be. Fill in as much or as little as you like. The tabbed sections make adding or changing information easy and each section includes easy-to-follow instructions.
- "How often will I need to update the Life & Family Estate Organizer?"
You should update as your life circumstances change (birth, death, marriage, divorce etc.). However, the financial assets and liabilities section could change yearly. Once you have documented everything, keeping it updated is so easy and the smart thing to do.
- "Identity Theft is a major concern today, how will this estate organizer help with that?"
Instant Notification! Once you have filled out the Financial Assets and Liabilities sections of the Life & Family Estate Organizer workbook and stored all your financial and personal documents in the organizer case, you will have records of documentation at your fingertips.
- "I am a CPA, can I offer the Life & Family Estate Organizer to my clients?"
Absolutely, we encourage professional accountants, lawyers and financial planners to share the Life & Family Estate Organizer with their clients. As a professional courtesy, we do sell bulk quantities to CPAs, Attorneys and Financial Advisors. Please contact us for more details.
©Copyright 2009 Get It Together LLC. All Rights Reserved.
This Estate Organizer is designed to assist with the estate planning, financial planning and probate process to help you organize your financial documents and to serve as a personal record keeping organization tool.
It should not be construed as encompassing all of the legal or financial decisions involved in estate planning or estate administration.
You should always consult an attorney and/or tax advisor regarding the legal and financial decisions involved in estate planning and probating or administrating an estate.
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